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What is XL-Connector?

XL-Connector provides an efficient method for pulling data from Salesforce, enabling users to easily manipulate that data within Excel and upload it back with a click, thus avoiding the hassle of dealing with CSV files while leveraging Excel's extensive functionality, including pivot tables, charts, formulas, and lookups. Updating data from Salesforce.com is exceptionally easy; just press the “Refresh” button, and your data will be up to date in an instant. Once you have made your modifications, you can return the altered information to Salesforce with a single click. Moreover, if you have multiple accounts to manage, XL-Connector securely saves them, allowing for effortless transitions between various Salesforce.com organizations without any limits. After installation, you can quickly access the XL-Connector tab in the Excel ribbon, log in with your Salesforce ID, and choose “Reports”—the entire process of viewing your real-time data in the user-friendly Excel environment is swifter than explaining it. This streamlined approach not only conserves valuable time but also boosts productivity by integrating Salesforce data seamlessly into your existing workflow. Additionally, with its intuitive interface, even users with limited technical skills can navigate the system with confidence and ease.

What is Rapidi?

Effortlessly link your CRM system, like Salesforce or Microsoft Dynamics 365 Sales, with your ERP solution, such as Microsoft Dynamics 365, using Rapidi for a quick and straightforward integration experience. Our data integration platform is specifically developed to efficiently connect Salesforce with any Microsoft Dynamics ERP or CRM application. Offering ready-to-use templates, you can modify these to meet your unique requirements without the need for programming expertise. Handling any integration project that involves Microsoft Dynamics and Salesforce becomes a breeze, guaranteeing that your operations remain smooth and uninterrupted, regardless of the scale or intricacy of the integration. This efficient method not only boosts operational performance but also enhances the accuracy of your data across various systems, leading to better decision-making within your organization. Ultimately, embracing this integration can significantly strengthen your business's overall functionality and responsiveness.

Media

Media

No images available

Integrations Supported

Microsoft Dynamics 365
Salesforce

Integrations Supported

Microsoft Dynamics 365
Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

$99 per year
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Xappex

Date Founded

2013

Company Location

United States

Company Website

www.xappex.com/xl-connector/

Company Facts

Organization Name

Rapidi

Date Founded

1987

Company Location

Denmark

Company Website

www.rapidionline.com

Categories and Features

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

Categories and Features

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

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